See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,391 | $152,509-57.8% | $117,472-45.2% | $134,475-52.1% |
| Participation rate | 63.6% | 77.1%-13.4pp | 70.6%-7.0pp | 81.2%-17.6pp |
| Annual return | -14.44% | 52.99%-67.4pp | 29.74%-44.2pp | 417.96%-432.4pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,423 | $4,818-49.7% | $4,070-40.5% | $6,400-62.1% |
| Admin fee / account holder | $800 | $7,004-88.6% | $5,645-85.8% | $11,426-93.0% |